Installation is very simple, it should take less than 5 minutes.

Step 1: Select the correct link based on where you'd like to install it.

Step 2: Select who you'd like to install it for, accept the disclaimer, and click install

Step 3: Wait for the Installation to complete (May take a few minutes).

Step 4: Once installation is completed, Click "Done"

Step 5: You should now see "SalesWings Assistant" In your Installed Packages.

Each is added the same way, but for our example, we will be looking at an Account.

Step 1: Search for any account.

Step 2: In the top right-hand corner, click the Gear icon and select "Edit Page"

Step 3: In the tab on the left, scroll down until you see a group titled "Custom - Managed"

Step 4: Select "SalesWings AI Assistant" and drag it to the desired location.

Step 5: Save the page.

For all other questions, please don't hesitate to reach out by using our Chat in the bottom Right-hand corner or by booking a call with your Customer Success Manager!